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  • Request Plan Documents

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    mihaela0709
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    In 3 sentences: The letter requests that the plan administrator provide copies of the plan documents, including the trust document, summary plan description, and Form 5500 that were in effect on the date of the claimant's disability. It notes the legal requirement to provide these documents and requests copies of any amendments to the documents from the disability date to present. The letter writer looks forward to the plan administrator's prompt response to fulfill their fiduciary duty in providing the requested plan documentation.

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    sample letter to request plan documents

    Original Title

    Employer Plandocsreq From Insured

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    In 3 sentences: The letter requests that the plan administrator provide copies of the plan documents, including the trust document, summary plan description, and Form 5500 that were in effect on the date of the claimant's disability. It notes the legal requirement to provide these documents and requests copies of any amendments to the documents from the disability date to present. The letter writer looks forward to the plan administrator's prompt response to fulfill their fiduciary duty in providing the requested plan documentation.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views1 page

    Request Plan Documents

    Uploaded by

    mihaela0709
    In 3 sentences: The letter requests that the plan administrator provide copies of the plan documents, including the trust document, summary plan description, and Form 5500 that were in effect on the date of the claimant's disability. It notes the legal requirement to provide these documents and requests copies of any amendments to the documents from the disability date to present. The letter writer looks forward to the plan administrator's prompt response to fulfill their fiduciary duty in providing the requested plan documentation.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    (SAMPLE LETTER TO REQUEST PLAN DOCUMENTS)

    [Date] VIA CERTIFIED MAIL, RETURN RECEIPT REQUESTED Plan Administrator Human Resources Department [Name of Employer] [Address] RE: Claimant/Insured Plan Name Control/Group No. Dear Plan Administrator: I write regarding the denial/termination of [Short or Long] -Term Disability benefits dated [date]. Pursuant to 29 U.S.C.A. 1024(b)(4), please forward me a copy of the Trust Document (commonly known as the Plan Document), Summary Plan Description (SPD), and Form 5500 in effect as of [ date ] (the date of my disability). Please also forward any amendments to the Trust Document, SPD, and Form 5500 from [date of disability] through the present. As the Plan Administrator of the [name of plan ], you have a fiduciary duty to ensure that these documents are sent to me. I await your prompt reply. Thank you for your assistance in this matter. Very truly yours, : [your name] :[ ] :[ ]

    [your name]

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